Key Responsibilities: New Business Development (Investment Sector Focus) - Hunt and develop new relationships within PE, hedge funds, investment banks, family offices, and asset managers.
- Qualify prospects across deal teams, diligence groups, operating partners, legal, compliance, and research functions.
- Engage senior decision-makers (partners, MDs, CIOs, CDOs, and research leaders) to understand needs and solution fit.
Account Management & Client Growth - Serve as the primary relationship owner for key accounts, driving renewals, expansions, and long-term retention.
- Understand evolving client needs, investment priorities, and internal workflows to proactively identify upsell opportunities.
- Conduct regular business reviews and strategy sessions with current clients to reinforce value and adoption.
- Coordinate with technical, product, and research teams to ensure seamless onboarding and high client satisfaction.
Consultative, Value-Based Selling - Lead discovery efforts to understand client challenges related to deal flow, diligence speed, research accuracy, compliance, and competitive intelligence.
- Position our solutions via a consultative sales approach focused on measurable ROI, workflow impact, and risk mitigation.
- Collaborate with technical specialists to deliver tailored demos and proof-of-concept presentations.
Marketing Collaboration & Thought Leadership - Partner with marketing to shape sector-specific campaigns, messaging, webinars, whitepapers, and outreach strategies.
- Provide field intelligence to refine product positioning, competitive insights, and content strategy for the PE/Investment market.
- Contribute to market-facing materials (case studies, value narratives, investment insights) to support brand awareness and lead generation.
- Utilize social selling and content engagement on LinkedIn and other channels to elevate visibility and build credibility.
Pipeline Management & Revenue Execution - Own and manage a full sales pipeline across early-stage outreach, qualification, demos, negotiation, and close.
- Maintain accurate forecasting and reporting, understanding long deal cycles and multi-stakeholder decision structures typical of investment firms.
- Maximize meetings and revenue performance through phone, email, social outreach, events, and targeted marketing activities.
Communication, Storytelling & Professionalism - Craft compelling narratives tailored to financial professionals, connecting product capabilities to investment outcomes and operational efficiency.
- Translate complex technical or data concepts into concise, high-value messaging.
- Collaborate closely with internal teams to ensure alignment throughout the sales cycle and during account handoff.
Operational & Organizational Excellence - Manage multiple conversations simultaneously with precision and strong follow-through.
- Prioritize tasks efficiently while maintaining exceptional service and responsiveness.
- Contribute to a culture of accountability, teamwork, and continuous improvement.
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